FundConnect – Mutual Fund Sale Portal

 

FundConnect is designed to provide a highly efficient portal service to fund distribution companies in Pakistan and abroad. The core objective is to have a platform where DCs can connect with different AMCs and perform their distribution operations easily and securely.

The whole idea is to improve coordination and operational efficiency between DCs and the AMCs. Once DCs will register on this portal they can easily manage all of their sale transactions, and the following activities.

FundsConnect is also equipped with an excellent marketing tool called CMS or Content Management System. This tool provides a marketing space for various AMCs and DCs where they can design their own pages for promotion and the visitors of this portal will remain aware of all new exciting investment opportunities offered by the member AMCs.

 
  MODULES  

1.
Register customers with AMCs
6.
Market stats
2.
Manage branches
7.
Audit log maintenance
3.
Getting detailed customer portfolios
8.

Performing fund transactions such as sale, redemption,
fund
to fund transfer and account to account transfer

4.
Commission processes
9.

Comprehensive set of reports to perform analysis and
helps
in decision making

5.

Design user roles and responsibilities usingcomprehensiveAMS (Authority Management

   


  CLIENTS

1.
IGI Investment Bank


 
 

 


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